Anupam Rasayan India Limited has informed the Exchange about Investor Presentation
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Anupam Rasayan reported strong Q1FY26 results with consolidated revenue of ₹491 crore, up 89% year-on-year, driven by recovery in agrochemicals and growth in pharma and polymer segments. Consolidated PAT jumped nearly 4x to ₹48.5 crore (up 297% YoY), while EBITDA grew 118% to ₹129 crore with margins expanding to 26% from 23% a year ago. Exports accounted for 58% of revenue, with the US and Japan markets showing encouraging trends. The company highlighted an order book of ₹14,646 crore spread across life sciences, specialty chemicals, and battery chemicals, with several LOIs signed with Japanese, US, and Korean multinationals. Backward integration continues through its ~26% stake in Tanfac for fluorination chemistry, targeting a $220–260 million revenue opportunity.
Sharp revenue and PAT growth, expanding EBITDA margins, and a robust ₹14,646 crore order book signal strong business momentum that should be positive for the stock. However, declining gross margins (50% vs 60% YoY on a consolidated basis) suggest raw material cost pressures that investors should monitor.